Exercise: Use the EARLIER function to group sales into category bands

This exercise is provided to allow potential course delegates to choose the correct Wise Owl Microsoft training course, and may not be reproduced in whole or in part in any format without the prior written consent of Wise Owl.

The answer to the exercise will be included and explained if you attend the Wise Owl course listed below!

Category ==> Power BI - Excel 2013  (25 exercises)
Topic ==> More advanced DAX functions  (3 exercises)
Level ==> Harder than average
Course ==> PowerPivot / Excel Power BI
Before you can do this exercise, you'll need to download and unzip this file (if you have any problems doing this, click here for help).

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If you haven't already done so, run the SQL script in the above folder in SQL Server Management Studio to generate a database (not for commercial use or copying) called MAM

Again if you haven't already done so, create a new workbook and PowerPivot data model, and import the following tables: tblCentre, tblCentreType, tblPos, tblStore, tblTransaction

Open the Word document in the above folder, and paste the data into your model to create the following new table:

New table of categories

Call your new table Categories.


Resist the temptation, however, to link this to any other table - it should stand alone!

Now create a calculated column in the Centre table using the EARLIER function to give a size band for each centre.  Here's what this should look like:

The Size column

The column should show for each centre the name of the category where the centre's number of units is less than the upper threshold for the cateogry, but also greater than or equal to the lower.

This must be a calculated column, not a calculated field!

You should now be able to use this calculated column to create the following pivot table:

Sales by centre size

The biggest sales take place in So-so sized shopping centres.

Save your workbook as Rename that function, and close it down.

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